Use the Set Object Agreement Maintenance Search Criteria window to search for object agreements. For example, when creating insurance policies for objects.
See Searching in the Introduction manual for details on how to use the search tools.
| Expand | ||
|---|---|---|
| ||
To open the Set Object Agreement Maintenance Search Criteria window:
|
...
Set Object Agreement Maintenance Search Criteria window key fields and buttons
Fields
Field | Description |
|---|---|
Agreement Type | Type of agreement. For example:
|
Description | Description of the agreement. |
Reference | Reference number for the agreement. For example, the insurance policy number. |
Agreement Date | Date the agreement was issued. |
Renewal Date | Date the agreement was last renewed. |
Creditor ID | Creditor the agreement is with, if applicable. |
Staff Responsible | Staff member responsible for maintaining this agreement. |
Job Position Responsible | Job position responsible for maintaining this agreement. For example, the Head of Assets and Leasing. See Maintaining job positions in the Human resources manual. |
Buttons
Button | Description |
|---|
| Launch the Creditor Search window to find the creditor related to this agreement. |
.png)
| Create a new object agreement. See Adding new object agreements |
.png)
. |
| Search for an object agreement that matches the selected criteria. |
.png)
| Clear the criteria selections. |
| Close the search window without searching for an object agreement. |
